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  1. C

    Query - Mutual fund returns over the years

    @russellmanofgod Yeah, this is what prompted my question. The reason I invested in an active fund was because it has the potential to generate the alpha. If no alpha is generated then why should I pay the management fees(Considering my folio this is very very significant number)
  2. C

    Query - Mutual fund returns over the years

    @zashmaster The 15% debt consists of two parts my emergency fund and hybrid funds. I am not doing any re-balancing on my emergency funds(Created this 5 years back and have been topping up as my expense increases). Hybrid funds, who do it automatically for me. Since my portfolio manager shows...
  3. C

    Query - Mutual fund returns over the years

    @sister_diane Added some details by editing the original post
  4. C

    Query - Mutual fund returns over the years

    I have a MF portfolio that I have built for over past 10 years(Most investment was done in the past 3 years). Equity vs Debt allocation is 85:15 in this and I am getting 7.8% XIRR. Given that MFs quote a returns of >8% on average and market is at a peak, have I done a very bad job in choosing...
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